Nordwand Advisors, LLC Portfolio Holdings

Nordwand Advisors, LLC

  • $243 Billion
  • Q4 2024

Nordwand Advisors, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $243 Billion distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $109B, Johnson & Johnson with a value of $85.6B, Novo Cure LTD with a value of $9.3B, Microsoft Corp with a value of $8.68B, and J P Morgan Exchange Traded Fd with a value of $5.99B.

Examining the 13F form we can see an decrease of $131B in the current position value, from $374B to 243B.

Nordwand Advisors, LLC is based out at Radnor, PA

Below you can find more details about Nordwand Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $243 Billion
Financial Services: $110 Billion
Healthcare: $95.1 Billion
Technology: $14.9 Billion
ETFs: $5.37 Billion
Consumer Cyclical: $2.87 Billion
Basic Materials: $1.04 Billion
Communication Services: $591 Million
Industrials: $468 Million
Other: $530 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$245 Million 0.1% of portfolio
16,500
Q1 2024 Reduced 54.35%
$0
$143 Million 0.06% of portfolio
6,575
Q2 2024 Added 149.05%
$0
$19,000 0.0% of portfolio
9
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $243 Billion
  • Prior Value $374 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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